RWLC ADVISORS INNER CIRCLE FD III
FollowRAYLIANT NXTGEN (fund)
10 managers (10 13F filers) reported a position in RWLC shares at 2026-03-31, 1,030,481 shares in all. 2 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 10
- 13F filers
- 10
- New
- 2
- Added
- 5
- Reduced
- 2
- Sold out
- 2
- Shares held by filers
- 1,030,481
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q1 2026
Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Sowell Financial Services LLC | 808,072 | $25.7M | 0.95% | +50,435 | 13F-HRTimeline |
| Coppell Advisory Solutions LLC | 94,058 | $2.93M | 1.72% | +12,716 | 13F-HRTimeline |
| GeoWealth Management, LLC | 73,237 | $2.33M | 0.08% | +3,890 | 13F-HRTimeline |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 16,694 | $532K | <0.01% | -8,203 | 13F-HRTimelineGroup |
| GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC | 14,091 | $449K | <0.01% | new | 13F-HRTimelineGroup |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 14,089 | $449K | <0.01% | new | 13F-HRTimelineGroup |
| Cambridge Investment Research Advisors,… | 8,718 | $278K | <0.01% | -1,234 | 13F-HRTimeline |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 882 | $27.4K | <0.01% | 0 | 13F-HR/ATimelineGroup |
| UBS Group AGin group UBS Group AG | 330 | $10.5K | <0.01% | +300 | 13F-HRTimelineGroup |
| JNBA Financial Advisors | 310 | $9.89K | <0.01% | +39 | 13F-HRTimeline |